SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.62B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,089
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$21.1M
3
+$8.88M
4
AVGO icon
Broadcom
AVGO
+$7.06M
5
QCOM icon
Qualcomm
QCOM
+$6M

Top Sells

1
+$6.79M
2
+$5.77M
3
+$5.73M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.27M
5
LHX icon
L3Harris
LHX
+$4.09M

Sector Composition

1 Technology 15.09%
2 Consumer Discretionary 7.69%
3 Healthcare 6.6%
4 Financials 6.01%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$38K ﹤0.01%
+2,000
1802
$38K ﹤0.01%
102
-6
1803
$38K ﹤0.01%
1,313
1804
$38K ﹤0.01%
300
1805
$37K ﹤0.01%
425
+278
1806
$37K ﹤0.01%
3,500
1807
$37K ﹤0.01%
2,688
-474
1808
$37K ﹤0.01%
1,167
+6
1809
$37K ﹤0.01%
1,848
+34
1810
$37K ﹤0.01%
688
1811
$37K ﹤0.01%
1,569
1812
$37K ﹤0.01%
874
+100
1813
$37K ﹤0.01%
509
+220
1814
$37K ﹤0.01%
434
+19
1815
$37K ﹤0.01%
4,627
-527
1816
$37K ﹤0.01%
1,900
-1,500
1817
$37K ﹤0.01%
3,193
-361
1818
$37K ﹤0.01%
4,344
+4,000
1819
$37K ﹤0.01%
470
1820
$36K ﹤0.01%
1,095
-230
1821
$36K ﹤0.01%
500
1822
$36K ﹤0.01%
3,244
-400
1823
$36K ﹤0.01%
277
1824
$36K ﹤0.01%
1,398
1825
$36K ﹤0.01%
1,725
+350
71 72
73
74 75